Andrew Blease
Andrew Blease is a registered investment advisor at LPL Financial LLC, based in Tucson, AZ, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7374 N La Cholla Blvd, Tucson, AZ, 85741
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2021Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Andrew operates under the DBA Blease Financial Services and owns Blease Properties, LLC. He also sells long-term care insurance, fixed annuities, life, disability, and medical insurance, dedicating about 15% of his time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American General Securities IncorporatedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations38 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.